Project Reports
You can now turn on Gong Reports & New Project Reports through your Firm's settings!
New Project Reports are summary reports distributed to all firm users when projects are opened.
Gong Reports are summary reports distributed to all firm users when projects are closed with a Placement closing reason.
Turn Gong & New Project Reports On:
Access your "Firm Settings"
Select the "Settings" tab
New Project Report
Scroll down to the Features section, click the dropdown arrow and toggle ON New Project Report.
Gong Report
Scroll down to the Gong Report Settings section, click the dropdown arrow and toggle ON Gong Report.
The Gong Report has 3 options, deciding who will receive the Gong Reports:
All users, Partners Only, Specific Distributions
After deciding which User's will receive the Gong Report. You can also choose which data you want to show in that report, creating your own Custom Gong Report.